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Walkner Condon Financial Advisors’s Amazon AMZN Stock Holding History

Walkner Condon Financial Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.24M Buy
13,611
+660
+5% +$166K 0.37% 54
2026
Q1 		$2.7M Buy
12,951
+574
+5% +$126K 0.36% 63
2025
Q4 		$2.86M Sell
12,377
-1,409
-10% -$322K 0.4% 60
2025
Q3 		$3.03M Buy
13,786
+963
+8% +$218K 0.48% 48
2025
Q2 		$2.81M Buy
12,823
+876
+7% +$173K 0.52% 46
2025
Q1 		$2.27M Buy
11,947
+514
+4% +$112K 0.46% 56
2024
Q4 		$2.51M Buy
11,433
+698
+7% +$143K 0.51% 53
2024
Q3 		$2M Sell
10,735
-134
-1% -$24.4K 0.41% 57
2024
Q2 		$2.1M Sell
10,869
-2,711
-20% -$498K 0.45% 56
2024
Q1 		$2.45M Buy
13,580
+3,401
+33% +$568K 0.52% 53
2023
Q4 		$1.55M Buy
10,179
+1,491
+17% +$209K 0.35% 74
2023
Q3 		$1.1M Sell
8,688
-98
-1% -$13.1K 0.29% 76
2023
Q2 		$1.15M Buy
8,786
+1,183
+16% +$135K 0.3% 73
2023
Q1 		$785K Sell
7,603
-1,625
-18% -$157K 0.22% 98
2022
Q4 		$775K Buy
9,228
+1,011
+12% +$99.9K 0.23% 91
2022
Q3 		$929K Sell
8,217
-65
-0.8% -$8.22K 0.3% 76
2022
Q2 		$880K Buy
8,282
+1,322
+19% +$165K 0.28% 78
2022
Q1 		$1.14M Buy
6,960
+4,460
+178% +$689K 0.32% 70
2021
Q4 		$418K Sell
2,500
-1,700
-40% -$291K 0.27% 83
2021
Q3 		$691K Buy
4,200
+520
+14% +$89.7K 0.34% 63
2021
Q2 		$634K Buy
3,680
+340
+10% +$56.5K 0.23% 82
2021
Q1 		$518K Buy
3,340
+280
+9% +$44.4K 0.2% 94
2020
Q4 		$498K Buy
3,060
+920
+43% +$147K 0.21% 83
2020
Q3 		$337K Buy
+2,140
New +$337K 0.18% 92

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Walkner Condon Financial Advisors's AMZN Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Amazon (AMZN) stake by 5.1% in Q2 2026, buying an estimated $166K and bringing the position to 13,611 shares worth $3.24M. The position accounts for 0.37% of the portfolio, ranked #54.

Walkner Condon Financial Advisors first reported a position in AMZN in Q3 2020 and has held it in 24 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Walkner Condon Financial Advisors held 13,611 shares of Amazon worth $3.24M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 660 Amazon shares in Q2 2026, an estimated $166K.
  • Amazon made up 0.37% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Walkner Condon Financial Advisors first reported a position in Amazon in Q3 2020 and has held it in 24 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.